Calton & Associates Inc. Sells 235 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Calton & Associates Inc. cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,207 shares of the company’s stock after selling 235 shares during the period. Calton & Associates Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $601,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Fifth Third Securities Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 25.6% during the fourth quarter. Fifth Third Securities Inc. now owns 118,915 shares of the company’s stock valued at $11,523,000 after purchasing an additional 24,243 shares during the period. Penney Financial LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Penney Financial LLC now owns 9,279 shares of the company’s stock worth $899,000 after buying an additional 398 shares in the last quarter. Northeast Financial Group Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 33.1% in the 4th quarter. Northeast Financial Group Inc. now owns 61,152 shares of the company’s stock valued at $5,926,000 after buying an additional 15,203 shares during the period. Crews Bank & Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $142,000. Finally, Sage Financial Group Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 4th quarter. Sage Financial Group Inc. now owns 16,478 shares of the company’s stock worth $1,597,000 after acquiring an additional 700 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company’s 50-day simple moving average is $97.48 and its 200 day simple moving average is $98.88.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.